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Shaun Bitter
CFP® BBus GradCertBA
General Manager - Adelaide / Financial Adviser
I take a holistic approach to advising clients by considering wealth creation, estate planning, risk management, retirement planning and portfolio management to assist you in meeting your goals.
Shaun holds a Bachelor of Business in Financial Planning and is also a Certified Financial Planner®. He has over 14 years’ experience in the financial services industry including as a Senior Financial Planner and prior to joining Morgans was leading the financial advice division of a major credit union.
Investment Style
Shaun specialises in providing holistic advice to clients focusing on ensuring that investment portfolios support the clients own goals and objectives. Through regular reviews and communication this ensures a clear understanding of performance and progress against goals.
Services and Specialties
Retirement and Estate Planning
Wealth Management
Self-Managed Super Funds
Financial Planning
Superannuation Advice
Stockbroking
Qualifications and Professional Affiliations
Life Risk Specialist
Advanced Diploma of Financial Services (Financial Planning)
Bachelor of Business (Financial Planning)
CERTIFIED FINANCIAL PLANNER®
Diploma of Financial Services (Financial Planning)
Associations
CFP® Member of the Financial Planning Association of Australia
Competencies
Managed Investments
Generic
Life Insurance
ASIC Financial Advisers Register
Direct International Equities Trading Adviser
Derivatives Level 1
Superannuation
FASEA Financial Adviser Exam
Margin Lending
Securities
Financial Planning
Tax (financial) Adviser
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Adelaide. My employer remunerates me by way of salary. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
